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To: OLDTRADER who wrote (145630)10/23/1999 11:47:00 AM
From: Jose Tovar  Respond to of 176387
 
<<Taiwan's export-driven economy was less rattled by the 7.6 Richter quake than economists had feared>>

Taiwan Update: The Road to Recovery
Posted: Oct. 22, 1999

Full steam ahead as exports grow 3.5%

Foreign orders for Taiwan goods rose an annualized 3.53 percent to US$10.74 billion in September, a higher-than-expected total that indicated foreign customers were unworried by the major September earthquake that briefly halted industry.

The economic ministry, in its monthly report, said export orders were growing at an even faster pace in October, predicting an annualized rise of four to five percent despite the September 21 quake that sparked fears of business being diverted elsewhere.

"With our strong export competitiveness and the continued global recovery, we can expect to score high marks in exports," said ministry chief statistician Chang Yao-tsung.

Analysts said Taiwan had done a good job of letting trade partners know that quake damage to production lines was limited, adding that, especially in the high-technology sector, overseas customers had few other places to turn.

"A huge number of Taiwan export orders are for high-tech products, which can't be replaced just like that," said Albert Lin, research vice president at Hotung Securities.

"What's more, high-tech production resumed rather quickly as power rationing in the industry was temporary."

Before the earthquake, the ministry had expected to post record export orders in September, initially forecasting growth of around 10 percent year-on-year.

Yet despite the September impact, the new data showed that Taiwan's export-driven economy was less rattled by the 7.6 Richter quake than economists had feared.

An October 19 Reuters poll of 11 economists forecast on average that September orders would rise just 0.58 percent. Some had said they would be happy to see any growth at all after the earthquake stalled factories with widespread power cuts.

The ministry attributed the brisk September export order growth to strong seasonal demand for technology exports with the arrival of the Christmas shopping season.

Orders in the electronics sector rose 10.23 percent from a year earlier and those in the information technology and telecommunications sector gained 3.3 percent, an economics ministry statement showed.

Another factor behind the healthy gain was a steady rise in plastics prices, which prodded trading partners to place orders in advance of further increases, it said. Orders to the plastics industry rose a standout 18.59 from the same 1998 period.

Metals orders also benefited from the global economic recovery, with basic metals up 14.11 percent, the statement said. Orders from the United States and Europe both slipped in September, with US orders down 2.94 percent from a year earlier and European orders inching down 0.78 percent.

Taiwan posted gains with major Asian partners, however. Orders from Japan jumped 22.88 percent. The economic ministry said Taiwan picked up 35 percent of Japan's export orders due to the island's increasingly competitive electronics sector. Orders from Hong Kong-much of which are destined ultimately for mainland China-rose 6.96 percent year-on-year.



globalsources.com



To: OLDTRADER who wrote (145630)10/24/1999 5:19:00 AM
From: Yaacov  Respond to of 176387
 
months is anybody's guess-it has been sitting on the curb long enough!wbm""

William, could you please expand on this!

Thanks,

yaacov



To: OLDTRADER who wrote (145630)10/24/1999 7:43:00 AM
From: Dorine Essey  Read Replies (2) | Respond to of 176387
 
Bill, Good morning,

Dorine

What do you think of this? I thought I read something about this regarding DELL.

10/23/99 - Compaq Touts Wireless Network
Device

Oct. 23 (Houston Chronicle/KRTBN)--Compaq
Computer Corp. on Monday will introduce a line
of wireless networking devices that let
employees" portable PCs stay connected to a
corporate network as they move around the
workplace.

Compaq also will announce new portable
computers that use a mobile version of Intel
Corp."s Pentium III chip, as well as two new
lines of laptops.

The wireless products include network cards
with antennas designed to fit into desktop and
notebook PCs for $199, and a wireless base
station -- dubbed an access point -- that can
handle up to 256 users for $899.

Shannon White, product marketing manager for
Compaq"s connectivity products, said the
company also is offering a software-based
version of the access point for $125. Users can
install the software on a PC and use one of the
desktop wireless networking cards as a
transmitter, cutting down on the cost.

The wireless setup can transmit data at 11
megabits a second -- slightly faster than standard
Ethernet speeds -- but that rate declines the
further a receiver is from the base station.

It is an expansion of Compaq"s wireless
networking products, which previously worked
at just 2 megabits a second. It makes the
Houston-based PC maker a more aggressive
competitor in a rapidly growing field that includes
Lucent Technologies, 3Com, Dell, Nokia and
Apple.

Although these products are aimed at businesses,
Compaq has said it plans to offer wireless
networks aimed at home users starting in the first
quarter of next year. Those products will use a
standard that allows for 1.5-megabit data
transfers.

Compaq"s portables division will introduce a
new line of low-end notebooks, as well another
line of low-cost, all-in-one machines.

Eric Brennan, director of product marketing for
Compaq"s portable group, said the Armada
V300 is a replacement for the Armada 1500c,
Compaq"s so-called "value" line. It starts at
$1,499 and features Intel"s Celeron processors,
both passive- and active-matrix screens and 32
megabytes of memory in the starting
configuration.

The new Armada E500 is being touted as the
convenience line, capable of holding as many as
three batteries at once, Brennan said. The line
replaces the Armada 1750 family and starts at
$2,099. It uses mobile Pentium II and Pentium
III processors up to 500 megahertz and
active-matrix screens up to 15 inches in size.

Compaq also will add Pentium III chips to its
existing Armada E700 and M700 lines.

On Monday, Intel Corp. will announce new
desktop Pentium III chips that had been delayed
because of technical problems with supporting
chipsets. Compaq is expected to offer systems
that use the chips, which are expected to be as
fast as 733 MHz.

That would make the Intel chips faster than the
new Athlon processors recently launched by rival
Advanced Micro Devices.

Compaq is expected to offer desktop PCs with
the new chips in all its lines, including Deskpro,
Prosignia and Presario.

By Dwight Silverman

-0-
To see more of the Houston Chronicle, or to
subscribe to the newspaper, go to
chron.com

(c) 1999, Houston Chronicle. Distributed by
Knight Ridder/Tribune Business News. CPQ,
INTC, LU, COMS, DELL, NOK.A, AAPL,
END!A3?HO-COMPAQ



To: OLDTRADER who wrote (145630)10/24/1999 7:41:00 PM
From: kemble s. matter  Respond to of 176387
 
Hi!!
RE: RE:Kimball-DELL is still going to be the stock of the decade-but whether or not it's going to put on a mad dash for the finish line in the next two .25 months is anybody's guess-it has been sitting on the curb long enough!wbm

We should never forget that the management has a responsibility to all shareholders..and frequently we forget the ones that "work" every day for DELL...Management has plans...I'm patient..

Best, Kemble